Dave S. Investing

Nebius just quietly announced its biggest strategic shift since the Yandex split. $NBIS is going asset-light: → Partners finance & own the data centers → Nebius deploys its full software stack on top → Nebius sells the capacity through its own sales org → Rev-share, licensing fees, commissions Translation: high-margin software revenue with almost zero incremental capex. Volozh's own words: "much better margins than conventional wholesale bare-metal contracts." That's a direct shot at the CoreWeave model. The biggest bear case on neoclouds is capex intensity and dilution. This attacks exactly that. No numbers, no partner names yet — "initial arrangements" signed. Q2 earnings July 29 just got a lot more interesting. 👀

Both Hardware Infrastructure. No official announcement. These are the exact roles that historically show up 6–12 months before a new Nebius site goes live. APAC expansion was announced in March with India as a key market. Now the infra hiring follows. Earnings July 29 📈

🚨 $NBIS just posted its FIRST data center roles in India — Hyderabad: ▫️ Field Technical Lead – Data Center Deployments ▫️ Technical Program Manager – New Data Center Launches

@BitcoinAIGuy Explain

@David917S Wrong

5.8 GW * $100 Billion = $580B $IREN

@AdityaInvests90 They never ever guide that amount. Did you Even Research? Their arr is 7-9 B

$NBIS still has a crazy amount of upside people aren’t talking about… If they guide for $25B ARR during their next earnings then fair value is $500+ and this can rerate fast. Combined with if they get another deal with companies like anthropic who are actively seeking more capacity brings crazy amount of upside. There’s so many different ways this stock can rerate and go higher, I think we are still very early

@jeremymjacquin @EndicottInvests @Mastercard Bro you are a Clown

@EndicottInvests @Mastercard should be more keen to the $NBIS data risks involved here ⚠️

Looks like we got confirmation that $MA is a customer of $NBIS 🔥🔥

@JonesNo_7 @TrumpTruthOnX Sure. ~84,000 US troops in Europe. ~2,100,000 European NATO troops without you. 25:1. You weren’t protecting Europe — Funny how you all cannot understand that.

@David917S @TrumpTruthOnX Wrong our power is there to protect Europe,well was there. Hopefully they will all be brought home and then Germany can have their own military to take care of that for them. Of course they are going to want more money from your taxes. Funny how you all cannot understand that.

🚨 🇺🇸🇪🇺BREAKING: THE NEW WORLD ORDER — U.S. Moves to Withdraw 100,000 Troops from Europe and Halt Trillions in Defense Spending [VIDEO] A historic turning point: The U.S. signals a massive troop withdrawal from Europe and a halt to trillions in defense spending, forcing a global rethink of alliances and strategic balance. RUBIO’S MESSAGE — ALLIANCES MUST WORK BOTH WAYS FOLLOW ME, THE NEXT DROP WILL BE SHOCKING.

@ecommerceshares Blackforest Labs, Nebius ?

Why has Europe decided to completely stay out of artificial intelligence race? Serious question. They’re not even trying. I really don’t get it.

@nebiusai could probably help SpaceX to become the cloud by partnering and providing the full platform to serve diversity of customers… not just rent out a full cluster to one customer :)

@romanchernin @nebiusai @elonmusk take a look at @nebiusai and you become the first trillionaire

@JonesNo_7 @TrumpTruthOnX Your military is in Europe to project US power into the Middle East and Africa — Ramstein, Landstuhl, AFRICOM, EUCOM all run from German soil. Germany pays around $1B/year hosting costs. Our vacation and healthcare are funded by our taxes, not yours.

@David917S @TrumpTruthOnX Because we pay for your military protection, otherwise your country will require you to give them more money to purchase military equipment and pay soldiers. Currently we provide the actual protection because our country has been taxing us extra to provide that protection.

@BitcoinFaz @WHLeavitt We’re friends in the middle of an argument. The only ones who benefit from this are our enemies. I’m hoping things will normalize a bit after the elections in November.

@WHLeavitt Trump is an asshole that are nato friends tried so hard to deal with, but when the POTUS is more friendly with Putin (the enemy) and you act like his puppet, even best friends will have to disagree. We've lost the trust of our allies... Thanks #Putinpuppet

🇺🇸Do you agree we shouldn’t spend $60 billion of our tax dollars protecting ungrateful allies like Germany, Spain, Italy, and the UK—who won’t even let us use our own bases or answer our calls for help? A. Hell yeah B. No

@BitcoinFaz @WHLeavitt I m from Germany and I love the US I love the people, the Freedom, everything. But what’s been happening lately almost feels like propaganda against Europe. So much hatred toward us. The truth is, we need the US and the US needs us too. even if some people don’t want to admit it.

@JonesNo_7 @TrumpTruthOnX Pls explain how the US paid the europeans vacation ?

@TrumpTruthOnX Yes! Europeans get an average of 4-5 weeks a year vacation. We get 2 weeks - if we meet certain criteria. I am tired of working to pay for Europeans vacations while they sneer at us.

@Pax_Roflgana @The_FJC you are not well informed

@The_FJC Without the USA, Germany never reunites because the Soviet Union never collapses. We rebuilt Germany, protected western Germany, freed East Germany, and have been investing in the countries defenses till this day. Germany forgot who freed them from the Stassi?

Germany has the 4th largest economy on earth. Built entirely under American military protection. Trump pulls 5,000 troops and they call it a betrayal. Betrayal. America rebuilt Germany from rubble in 1945. The nerve of these people is absolutely staggering.

@Escavel1 @nicksortor @mrddmia @SecGenNATO Idiot. Greenland is Europe….

@nicksortor @mrddmia Empty the shelves, give them some R&R, then relocate to LATAM, Greenland, and UAE. F NATO tho I do like @SecGenNATO . I think we need joint ownership of DONBAS with Ukraine and Russia for an huge economic zone.

🚨 JUST IN: President Trump says the US will be withdrawing "A LOT" more troops from Germany than the 5,000 announced yesterday FINALLY. Bring our troops home! We don't need NATO — NATO needs US! "We're going to cut WAY down and we're cutting a lot further than 5,000" 🇺🇸

@CellframeSocial Is there a marketing wallet ? I thought Cellframe had one years ago.

@Partisan_12 God Save the policemen ❤️

A German police officer punched a Pro-Palestine protester in the face during demonstration. Nazi Germany 2.0

Candidate to first production ready Post Quantum ZK ring signature. Based on Chipmunk so I called it ChipmunkRing. My first own crypto algorithm btw. Code is here: gitlab.demlabs.net/dap/dap-sdk/-/… Lot of tests are in the same branch so feel free to play with it #PostQuantum #crypto